Dave Williams, Senior Market Advisor’s 2009 Advisor of the Year, is a $6 million producer. His firm, RDW Financial Group, is based in Brownsburg, Ind. According to Williams, “Trust and credibility are key. I’ve never experienced the level of questioning that I get from my clients as I do today, and the credibility of advisors is very important, as that feeling of trust in American consumers has been destroyed. I think that transparency is also going to be increasingly important, especially with baby boomers — they want to be able to see, feel and touch their money, all of the time.”
Quarterly earnings have been better than expected, but long-term investors need to see real profit growth if stock gains are to last.
The advisor told clients that a woman in Turkey would let him manage a multimillion-dollar estate if he sent her money for legal fees, the SEC said.
Business owners should ask themselves what they want their legacy to be, and what legacy they want their business to have.
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